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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-31 |
| PA | RA | APPROVED | 2009-08-24 |
Branch Locations
6 South Main St. Suite 221, Washington, PA 15301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Of Vermont | Wexford | PA | 09/1987 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2009 | Present |
1) PLANNED INVESTMENTS, 6 S Main Street Suite 221, Washington PA 15301, United States, 11/01/2025, Tax Preparer, Tax Services, NIR, 160 HR/MO - 160 HR/MO TRADING 2) TERRY J MARYNCHAK, 6 South Main Street Suite 221, Washington PA 15301, United States, 11/01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 160 HR/MO - 160 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 25/YR - 25/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) PLANNED INVESTMENTS, 6 S Main Street Suite 221, Washington PA 15301, United States, 11/01/2025, Owner, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-20 |
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